BTI
BXMX

Blue Trust Inc’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Blue Trust Inc’s Portfolio BXMX Stock Details BXMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,321
Closed -$137K – 2540
2025
Q4 		$137K Buy
+9,321
New +$134K ﹤0.01% 923

Other funds holding BXMX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CBT
CoreFirst Bank & Trust Topeka, Kansas $201M AUM 24.67% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Blue Trust Inc's BXMX Position: Q1 2026 in Review

Blue Trust Inc sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 9,321 shares — an estimated $137K sold.

Blue Trust Inc first reported a position in BXMX in Q4 2025 and held it in 1 quarter. The position peaked at $137K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Blue Trust Inc reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 9,321 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $137K.
  • Blue Trust Inc first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2025 and held it in 1 quarter.
  • Blue Trust Inc's Nuveen S&P 500 Buy-Write Income Fund position peaked at $137K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.